Real financial planning is probably one of the best-kept secrets remaining in todays' modern society.
Real Financial Planning, is not about pensions, ISA's or life assurance, it's about answering one question;
Real Financial Planning is about getting organised for every eventuality and having a plan in place to provide you with peace of mind and a sense of financial security, putting you in control of your finances rather than letting your finances control you.
We provide you with a variety of options aligned with your goals and your risk. We will always act in your best interests, ensuring your goals drive your investments and not the other way round.
Use our truth about money app to discover how your finances shape up.
Within 30 minutes we can get to know you - your situation, goals and needs - then we can summarise how we can help you persue true lifestyle wealth.
Life Planning Ltd (registered number 11827257)
Life Planning Ltd. is authorised and regulated by the Financial Conduct Authority (No. 963468). Life Planning Services. provides non-regulated lifestyle financial planning and estate planning services.
The Financial Ombudsman Services (FOS) is an agency for arbitrating on unresolved disputed between regulated firms and their clients.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as financial, tax or legal advice. Please consult financial, legal or tax professionals for specific information regarding your individual situation. The opinions expressed and the material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Additional information about Life Planning and its planners is also available online at the FCA's register.